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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
1151
Dynamic Advisor Solutions
Arizona
$228K +$231K +1,975 New
CAWM
1152
Capital Advisors Wealth Management
Washington
$227K – – –
WR
1153
WD Rutherford
Oregon
$227K -$63.2K -540 -22%
PP
1154
PDT Partners
New York
$225K -$240K -2,050 -51%
MCM
1155
Monument Capital Management
Virginia
$225K -$86.1K -736 -27%
LCC
1156
Lincoln Capital Corp
Rhode Island
$225K – – –
Ingalls & Snyder LLC
1157
Ingalls & Snyder LLC
New York
$224K – – –
Vaughan David Investments
1158
Vaughan David Investments
Illinois
$224K – – –
VIA
1159
Virtus Investment Advisers
Connecticut
$224K – – –
MG
1160
Meritage Group
California
$222K +$225K +1,919 New
EverSource Wealth Advisors
1161
EverSource Wealth Advisors
Alabama
$222K -$44.5K -380 -17%
TIA
1162
Tiemann Investment Advisors
California
$220K -$5.27K -45 -2%
SA
1163
Syntax Advisors
New York
$220K -$1.05K -9 -0.5%
VCG
1164
Vantage Consulting Group
Virginia
$220K -$1.05K -9 -0.5%
KFP
1165
KB Financial Partners
New Jersey
$219K -$20.6K -176 -8%
CWM
1166
Cabot Wealth Management
Massachusetts
$219K -$9.36K -80 -4%
FNBOSM
1167
First National Bank of South Miami
Florida
$218K – – –
PBO
1168
Peoples Bank (Ohio)
Ohio
$218K -$234 -2 -0.1%
IF
1169
Intrua Financial
Texas
$218K +$220K +1,883 New
SIC
1170
Schwartz Investment Counsel
Michigan
$217K – – –
EFG
1171
Ethos Financial Group
Pennsylvania
$217K +$220K +1,876 New
KBFS
1172
Kohmann Bosshard Financial Services
Ohio
$216K – – –
RFN
1173
RDA Financial Network
Iowa
$215K +$117 +1 +0.1%
SCI
1174
S&CO Inc
Massachusetts
$214K – – –
Badgley Phelps Wealth Managers
1175
Badgley Phelps Wealth Managers
Washington
$213K -$3.63K -31 -2%